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iShares Core S&P 500 ETF

1,895 hedge funds and large institutions have $128B invested in iShares Core S&P 500 ETF in 2020 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 708 increasing their positions, 835 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 68

68% more call options, than puts

Call options by funds: $121M | Put options by funds: $72M

19% more capital invested

Capital invested by funds: $107B → $128B (+$20.8B)

4% more funds holding

Funds holding: 1,8301,895 (+65)

1% more funds holding in top 10

Funds holding in top 10: 616623 (+7)

0.29% less ownership

Funds ownership: 66.03%65.75% (-0.29%)

15% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 835

Holders
1,895
Holders Change
+65
Holders Change %
+3.55%
% of All Funds
38.85%
Holding in Top 10
623
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.14%
% of All Funds
12.77%
New
147
Increased
708
Reduced
835
Closed
68
Calls
$121M
Puts
$72M
Net Calls
+$48.8M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
676
Rakuten Investment Management
Japan
$8.32M -$235K -800 -3%
LDFR
677
Lehman & Derafelo Financial Resources
Pennsylvania
$8.32M -$1.72M -5,853 -18%
IB
678
Intrust Bank
Kansas
$8.29M -$294K -1,002 -4%
PP
679
PDS Planning
Ohio
$8.27M +$1.91M +6,515 +32%
SAM
680
Secure Asset Management
Michigan
$8.26M +$1.77M +6,045 +29%
Korea Investment Corp
681
Korea Investment Corp
South Korea
$8.24M -$603M -2,054,500 -99%
MNBTD
682
Moody National Bank Trust Division
Texas
$8.19M
Cetera Investment Advisers
683
Cetera Investment Advisers
Illinois
$8.17M +$914K +3,112 +13%
BL
684
BFSG LLC
California
$8.08M -$51.4K -175 -0.7%
GWM
685
Gray Wealth Management
Maine
$8.05M +$474K +1,615 +7%
PWM
686
Perigon Wealth Management
California
$8.03M +$498K +1,696 +7%
TNB
687
TCF National Bank
South Dakota
$8.03M -$652K -2,220 -8%
PWP
688
Personal Wealth Partners
Minnesota
$7.98M -$176K -598 -2%
PIMG
689
Patriot Investment Management Group
Tennessee
$7.96M +$385K +1,312 +5%
WQ
690
Wealth Quarterback
New Jersey
$7.88M -$2.79M -9,514 -27%
EW
691
Element Wealth
Mississippi
$7.85M -$354K -1,205 -5%
TWA
692
TCI Wealth Advisors
Arizona
$7.82M -$96.6K -329 -1%
BNP Paribas Financial Markets
693
BNP Paribas Financial Markets
France
$7.79M -$128M -436,742 -95%
TC
694
TownSquare Capital
Utah
$7.79M +$2.02M +6,873 +39%
CTA
695
Chesley Taft & Associates
Illinois
$7.76M +$548K +1,868 +8%
HR
696
Howe & Rusling
New York
$7.75M +$220K +749 +3%
T. Rowe Price Associates
697
T. Rowe Price Associates
Maryland
$7.75M -$1.6M -5,441 -18%
FCI
698
Financial Counselors Inc
Kansas
$7.75M +$958K +3,262 +15%
BUB
699
BBVA USA Bancshares
Texas
$7.71M +$713K +2,427 +11%
Koshinski Asset Management
700
Koshinski Asset Management
Illinois
$7.65M +$1.34M +4,560 +23%

IVV Hedge Fund Activity: Q2 2020 in Review

1,895 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2020, worth a combined $128B — up 19% from $107B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new IVV positions and 68 closed out — a net gain of 79 holders — while 708 added to existing stakes and 835 trimmed.

The largest buyer was Bank of America, adding an estimated $3.06B. The largest seller was Allianz Asset Management, cutting an estimated $1.38B.

  • 1,895 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2020, up from 1,830 in Q1 2020.
  • Funds reported $128B of iShares Core S&P 500 ETF stock for Q2 2020, up 19% quarter-over-quarter.
  • 147 funds opened new iShares Core S&P 500 ETF positions in Q2 2020 and 68 closed out, a net change of +79 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q2 2020 was Bank of America, an estimated $3.06B added.
  • The largest iShares Core S&P 500 ETF seller in Q2 2020 was Allianz Asset Management, an estimated $1.38B sold.

Based on aggregated 13F filings for Q2 2020.